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Broadcom

1,449 hedge funds and large institutions have $122B invested in Broadcom in 2020 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 666 increasing their positions, 497 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 75

34% more repeat investments, than reductions

Existing positions increased: 666 | Existing positions reduced: 497

16% more capital invested

Capital invested by funds: $105B → $122B (+$16.5B)

15% more funds holding in top 10

Funds holding in top 10: 6575 (+10)

4% more funds holding

Funds holding: 1,3871,449 (+62)

3.41% less ownership

Funds ownership: 829.81%826.4% (-3.4%)

35% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $3.12B

Holders
1,449
Holders Change
+62
Holders Change %
+4.47%
% of All Funds
29.24%
Holding in Top 10
75
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.38%
% of All Funds
1.51%
New
149
Increased
666
Reduced
497
Closed
75
Calls
$2.02B
Puts
$3.12B
Net Calls
-$1.11B
Net Calls Change
-$239M
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
1326
Carolinas Wealth Consulting
North Carolina
$107K +$37.2K +1,110 +60%
RWA
1327
Ropes Wealth Advisors
Massachusetts
$106K -$5.69K -170 -6%
JCM
1328
Jacobi Capital Management
Pennsylvania
$106K +$2.01K +60 +2%
AF
1329
Allworth Financial
California
$104K
SIAS
1330
Shine Investment Advisory Services
Colorado
$103K
CDIA
1331
Capital Directions Investment Advisors
Georgia
$101K -$6.7K -200 -7%
CBT
1332
Central Bank & Trust
Kentucky
$100K -$10.7K -320 -10%
EWA
1333
Evolution Wealth Advisors
Florida
$98K +$71.3K +2,130 +380%
HI
1334
Hudock Inc
Pennsylvania
$94K +$670 +20 +0.8%
TFO
1335
Tarbox Family Office
California
$90K +$12.4K +370 +18%
HWA
1336
HHM Wealth Advisors
Tennessee
$87K
CHC
1337
City Holding Co
West Virginia
$85K
JFGIW
1338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K +$670 +20 +0.9%
PO
1339
Private Ocean
California
$84K +$28.5K +850 +59%
AA
1340
AlphaMark Advisors
Kentucky
$77K +$5.02K +150 +8%
MF
1341
Manchester Financial
California
$77K +$15.1K +450 +27%
CAM
1342
Close Asset Management
United Kingdom
$73K
SIC
1343
Salem Investment Counselors
North Carolina
$69K
EARNEST Partners
1344
EARNEST Partners
Georgia
$68K
EIP
1345
Ellis Investment Partners
Pennsylvania
$65K +$670 +20 +1%
PB
1346
Pinnacle Bancorp
Nebraska
$64K
SL
1347
Savior LLC
Massachusetts
$61K
JIR
1348
James Investment Research
Ohio
$60K -$313K -9,350 -85%
GAM
1349
Gemmer Asset Management
California
$60K +$3.35K +100 +6%
AP
1350
Atwood & Palmer
Missouri
$58K

AVGO Hedge Fund Activity: Q3 2020 in Review

1,449 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q3 2020, worth a combined $122B — up 16% from $105B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new AVGO positions and 75 closed out — a net gain of 74 holders — while 666 added to existing stakes and 497 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $206M. The largest seller was Fidelity Investments, cutting an estimated $407M.

  • 1,449 institutional investors held Broadcom (AVGO) as of Q3 2020, up from 1,387 in Q2 2020.
  • Funds reported $122B of Broadcom stock for Q3 2020, up 16% quarter-over-quarter.
  • 149 funds opened new Broadcom positions in Q3 2020 and 75 closed out, a net change of +74 holders.
  • The largest Broadcom buyer in Q3 2020 was Capital Research Global Investors, an estimated $206M added.
  • The largest Broadcom seller in Q3 2020 was Fidelity Investments, an estimated $407M sold.

Based on aggregated 13F filings for Q3 2020.